Finance Associate – Firm FP&A

A leading merchant bank with a long-term advisory and investment platform is seeking a Finance Associate to join its Firm FP&A team in Chicago. The firm partners closely with founders, families, and strategic investors, combining deep advisory experience with a differentiated investing approach and significant capital deployment across multiple investment strategies.This role offers broad exposure across financial planning, strategic analysis, and operational initiatives, with the opportunity to work directly alongside senior leadership and investment professionals. The ideal candidate is highly analytical, proactive, and comfortable operating in a fast-paced environment with evolving priorities and high visibility across the organization.Position OverviewThe Finance Associate will support the FP&A function through financial analysis, forecasting, reporting, and strategic initiatives that drive business decision-making and operational efficiency. This individual will play a key role in developing financial models, preparing executive-level reporting, partnering with investment teams on forecasting initiatives, and helping enhance reporting capabilities through automation and visualization tools.This position is ideal for someone seeking strong career growth opportunities and exposure beyond traditional finance responsibilities. Success in the role requires exceptional attention to detail, strong communication skills, intellectual curiosity, and the ability to manage multiple priorities in a dynamic environment.ResponsibilitiesPrepare recurring financial reporting packages and multi-year forecasts for senior leadershipDevelop and maintain financial models to support strategic planning and business analysisSupport the enhancement and maintenance of Power BI dashboards and reporting toolsAnalyze and consolidate large datasets from multiple sources to support ad hoc business requestsIdentify opportunities for process improvements, automation, and workflow optimization across finance operationsCollaborate cross-functionally with finance, investment, and digital transformation teams on strategic initiativesLocation: Chicago, IL, 4 Days in Office. Fridays from home.